Plan Snapshot
- Plan Sponsor: Heritage Plastics, INC.
- Sponsor EIN: 640661427
- Sponsor Address: 1002 HUNT ST, PICAYUNE, MS, 39466
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $36.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 273 | $36.7M | $1.1M | $1.7M |
| 2023 | 238 | $32.3M | $975,067 | $1.6M |
| 2022 | 249 | $27.2M | $936,146 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $94,755 | $18,753 | — | — | — |
| 2023 | $75,622 | $14,591 | — | — | — |
| 2022 | $65,349 | $14,145 | — | — | — |